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Ethan Trevor Harris

Cetera Investment Advisers LLC

West Chester, PA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-13
  • PA RA
    APPROVED
    Since 2024-12-13

Branch Locations

1209 West Chester Pike Ste 101, West Chester, PA 19382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 01/2022 08/2022
Us Food Manufacturing Llc West Chester PA 10/2019 12/2021
Movingu & Junku Llc West Chester PA 04/2019 07/2019
West Chester University Of Pennsylvania West Chester PA 08/2017 04/2019
Downingtown High School East Campus Exton PA 08/2013 06/2017
Cuso Financial Services, Lp San Diego CA 08/2022 12/2024
Citadel Federal Credit Union West Chester PA 08/2022 Present
Cetera Investment Services Llc St Cloud MN 12/2024 Present
Cetera Investment Advisers Llc West Chester PA 12/2024 Present
  • 01/2022 → 08/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2019 → 12/2021
    Us Food Manufacturing Llc
    West Chester, PA
  • 04/2019 → 07/2019
    Movingu & Junku Llc
    West Chester, PA
  • 08/2017 → 04/2019
    West Chester University Of Pennsylvania
    West Chester, PA
  • 08/2013 → 06/2017
    Downingtown High School East Campus
    Exton, PA
  • 08/2022 → 12/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2022 → Present
    Citadel Federal Credit Union
    West Chester, PA
  • 12/2024 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 12/2024 → Present
    Cetera Investment Advisers Llc
    West Chester, PA
Previous Registrations
  • 2023-07-11 → 2024-12-12
    Cuso Financial Services, L.P.
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-10
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S65 Uniform Investment Adviser Law Examination
    2023-07-10
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
Other Names
  • Ethan Harris
  • Ethan Trevor Harris

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA

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